Our Approach
Investment Strategy
Sophisticated regional arbitrage that captures the capital appreciation of NYC with the resilient cash flow of Upstate New York, optimized by values-based management.
Our Philosophy
Responsible Capitalism
We believe that the highest returns are found at the intersection of social responsibility and operational excellence. By treating tenants as stakeholders rather than expenses, we create a more stable, higher-yielding asset class.
Our strategy prioritizes "Operational Alpha", generating superior Income (NOI) through our proprietary management company, Communio. This values-based approach de-risks our portfolio by ensuring high retention and lower maintenance costs.
How We Invest
Our Four Pillars
Every investment decision is guided by these core principles, engineered for disciplined growth and long-term value creation.
The Communio Alpha
We utilize our proprietary management arm, Communio, to eliminate the "agency gap." Our Human-First management philosophy drives financial performance through radical tenant retention and asset stewardship.
- In-house, values-based management team
- Drastic reduction in vacancy and turnover costs
- Direct improvement to Net Operating Income (NOI)
Strategic Regional Arbitrage
We capture the regional arbitrage between the NYC Urban Core and the Hudson Valley Growth Corridor. We target undervalued assets in supply-constrained neighborhoods like Brooklyn Heights and Gowanus, balanced against high-yield opportunities in Poughkeepsie, Hudson, and Kingston.
- Target assets priced below replacement cost
- Focus on the NYC-Hudson Valley "Hybrid Corridor"
- 7% – 8%+ Target Yield on Cost
Value Creation
We identify opportunities to increase property value through strategic improvements, operational efficiencies, and rent optimization while maintaining quality housing.
- Targeted capital improvements with strong ROI
- Operational efficiency enhancements
- Market-appropriate rent positioning
- Long-term appreciation focus
Maximizing Human Potential through Intelligent Automation
Efficiency isn't just about speed—it's about priority. We use advanced AI to streamline our operational backend, ensuring our experts spend less time on administration and more time on the strategic initiatives that impact property NOI.
- AI-powered operational automation
- Reduced administrative overhead
- Staff focused on revenue-producing activities
- Continuous process optimization
Market Selection
How We Choose Markets
Employment Diversity
Markets with a mix of high-income NYC commuters and stable local anchors in healthcare, education, law, and government.
The Hybrid Corridor
Neighborhoods benefiting from the shift toward flexible work, focusing on Brooklyn and high-amenity Hudson Valley river towns.
Growth Trajectory
Regions positioned for continued population inflow from Manhattan and the surrounding boroughs.
Operational Scale
Markets where Communio's boots-on-the-ground presence provides a competitive management advantage.
Protecting Your Investment
Risk Management
We take a conservative, data-driven approach to protect investor capital through every market cycle.
Conservative Underwriting
We use realistic assumptions for rent growth, expenses, and vacancy to ensure investments perform even in challenging conditions.
Institutional Governance
Every asset undergoes a multi-layered internal audit process, backed by family-office level financial oversight.
Operational Resilience
By managing our own assets via Communio, we identify and mitigate maintenance and occupancy issues in real-time.
Strategic Hedging
Our dual-market strategy protects against localized regulatory shifts in any single municipality.
Technology Stack
We've built a diversified, proprietary technology stack that optimizes employee output and ensures "audit-ready" asset management and reporting.
Deal Flow
Submit a Deal
We actively source off-market opportunities from brokers, owners, and industry partners. If you have a multifamily asset in our target markets, we'd like to hear from you.
Interested in Our Approach?
Let's discuss how our investment strategy aligns with your financial goals.